Creating a customised Profit & Loss

Select Insert  from the Profit & Loss section of the top ribbon.

This inserts the Profit & Loss input statement in the Data Navigator

The Profit & Loss is made of four columns.

Description - the descriptions can be edited.

Per Accounts - Credits are denoted by a + to the left of the Per Accounts column and debits by a -.

Tag  - will denote if the value is tagged if the Enable Tagging option is selected in Profit & Loss section of the top Ribbon.

Suppress - will exclude a row and any underlying analysis from the printed computation.

Rows and indented rows (child rows) can be added, sub-totalled, analysed and deleted by right clicking.

Select Add income row to add a row immediately below the one highlighted and the value entered will be added to arrive at the Profit/(loss) before tax.

Select Add expense row to add a row immediately below the one highlighted and the value will be deducted to arrive at the Profit/(loss) before tax.

Select Add child rows to add any number of rows indented immediately below the row highlighted. The rows added will be totalled.

Select Subtotal to create a new row which subtotals the rows above. A description can be added to inserted and sub-totalled rows.

To create analysis for a row select Insert analysis. A sub analysis input will appear under the Profit and Loss in the Data Navigator.

The layout is preserved and will be rolled forward each time a new period of account is created.

The customised layout can be saved as a template and used for other clients. Select Save P&L template in the Profit & Loss section of the top Ribbon 

Give the template a name and Click Save.

This template can now be loaded into Tax returns for other clients by selecting Load Template.

Select the required template to be loaded and click Load.